Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Cytek Biosciences, Inc. | 11,073,417 | reported | 25 Feb 2022 | tx 3+420,380 |
| DICE Therapeutics, Inc. | 7,070,205 | reported | 30 Mar 2023 | tx 3+509,145 |
| Werewolf Therapeutics, Inc. | 6,237,482 | reported | 14 May 2025 | tx 3+536,426 |
| AN2 Therapeutics, Inc. | 5,135,683 | reported | 18 Aug 2023 | tx 5+1,882,421 |
| Janux Therapeutics, Inc. | 503,226 | reported | 19 Jul 2023 | tx 3+1,010,734 |
| Acumen Pharmaceuticals, Inc. | 25,000 | reported | 06 Jun 2023 | tx 1−25,000 |
| PepGen Inc. | 13,000 | reported | 20 Jun 2024 | tx 1+13,000 |
| LENZ Therapeutics, Inc. | 10,580 | reported | 21 Mar 2024 | tx 9+4,341,327 |
| Climb Bio, Inc. | 10,000 | reported | 19 May 2022 | tx 15+10,077,517−6,867,517 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2025 | PURCHASE | Werewolf Therapeutics, Inc. | 52,974 | 0.98 USD | |
| 14 May 2025 | PURCHASE | Werewolf Therapeutics, Inc. | 162,539 | 0.98 USD | |
| 12 May 2025 | PURCHASE | Werewolf Therapeutics, Inc. | 320,913 | 0.86 USD | first after silence |
| 20 Jun 2024 | GRANT_AWARD | PepGen Inc. | 13,000 | 0.00 USD | deriv |
| 21 Mar 2024 | PURCHASE | LENZ Therapeutics, Inc. | 64,971 | 15.03 USD | |
| 21 Mar 2024 | PURCHASE | LENZ Therapeutics, Inc. | 933,038 | 15.03 USD | |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 2,386,301 | — | |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 694,755 | — | |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 164,729 | — | |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 54,582 | — | deriv |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 27,000 | 0.00 USD | deriv |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 5,371 | — | deriv |
| 21 Mar 2024 | GRANT_AWARD | LENZ Therapeutics, Inc. | 10,580 | — | deriv |
| 18 Aug 2023 | PURCHASE | AN2 Therapeutics, Inc. | 1,777,778 | 9.00 USD | |
| 19 Jul 2023 | PURCHASE | Janux Therapeutics, Inc. | 495,008 | 12.46 USD | |
| 19 Jul 2023 | PURCHASE | Janux Therapeutics, Inc. | 503,226 | 12.46 USD | deriv |
| 14 Jun 2023 | GRANT_AWARD | Janux Therapeutics, Inc. | 12,500 | 0.00 USD | deriv |
| 06 Jun 2023 | GRANT_AWARD | Acumen Pharmaceuticals, Inc. | 25,000 | 0.00 USD | deriv |
| 28 Mar 2023 | PURCHASE | DICE Therapeutics, Inc. | 246,779 | 29.24 USD | |
| 29 Mar 2023 | PURCHASE | DICE Therapeutics, Inc. | 66,369 | 29.38 USD | |
| 30 Mar 2023 | PURCHASE | DICE Therapeutics, Inc. | 195,997 | 28.74 USD | |
| 27 Jul 2022 | PURCHASE | AN2 Therapeutics, Inc. | 8,281 | 7.91 USD | |
| 26 Jul 2022 | PURCHASE | AN2 Therapeutics, Inc. | 14,938 | 7.71 USD | |
| 14 Jun 2022 | PURCHASE | AN2 Therapeutics, Inc. | 61,424 | 7.97 USD | |
| 13 Jun 2022 | PURCHASE | AN2 Therapeutics, Inc. | 20,000 | 7.90 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 May 2025.